About Us
In today’s complex financial marketplace, it is important to find a financial advisor who best fits your specific needs. An independent LPL financial advisor will seek to understand your goals and plans, then work with you to find the appropriate strategies that fit with your life.
Our Services
We offer a wide range of services to our clients. Educating our clients is our goal as it helps them invest with confidence, knowing that years of knowledge and hard work went into our financial recommendations.
Contact Us
Is it time to develop a lifelong financial relationship you can trust and depend on for your personal, family, and business financial needs? Contact us today!
Market Commentary
The market is always moving. Prepared weekly, our market summaries cover the latest news, data, activity, and trends happening in the investing world so you never miss a beat.
Weekly Market Commentary | November 25th, 2024
Week in Review... Markets rallied last week as investors digested positive economic data and election results. The major indices all reached new record highs: The S&P 500 rose +1.68% The Dow Jones Industrial Average was up +1.96% The tech-heavy Nasdaq finished...
Market Commentary | November 18th, 2024
Week in Review... Markets retreated last week as investors reassessed potential tariff implications as well as concerns around inflation reaccelerating. The S&P 500 fell 2.08%, ending a multi-week positive streak The Dow Jones Industrial Average was down 1.24% The...
Market Commentary | November 11th, 2024
Week in Review... Following the highly anticipated U.S. election and rate cut decision by the Fed, last week saw equity market’s rally after the election of Donald Trump as the 47th president of the United States. The S&P 500 rose 4.66%, snapping a two-week...